Milestone Partners

10/26/2026

A financial plan shouldn’t live on a shelf while life keeps moving. Careers change. Families grow. Retirement gets closer. Priorities shift. Regular conversations can help keep your plan connected to the life you’re actually living.

https://bit.ly/4zLNR5W

10/22/2026

Travis traded his usual weekend routine for some time at Mizzou with Brady for Dad’s Weekend!

It’s always special to spend time with your kids as they build lives of their own, and get a glimpse of their college world.

10/21/2026

Poker is a good reminder that not every decision comes with complete information. You assess what you know, consider the risks and make the best decision you can with the information available. Life works that way sometimes, too.

10/20/2026

Great managers are rare. Gallup research finds that only one in 10 people naturally possesses the talent to manage well. The question is what that 10% does differently from the rest.

Great managers help employees move into better-fitting roles, earn more, and advance faster. New research reveals the five habits that set them apart.

10/16/2026

Fall traditions have a way of bringing people together year after year. Pumpkin patches, football games, chili nights, bonfires or weekend road trips… what’s the fall tradition your family never skips?

10/15/2026

Women are playing a central role in household financial decisions, often while balancing retirement, emergency savings, health care and caregiving priorities.

This CFP Board article takes a closer look at what women value in financial planning and why guidance tailored to individual goals and circumstances matters.

Women are significant financial contributors to their households and increasingly play a key role in household financial decision-making, according to CFP Board’s latest research report, Building Wealth: Insights on Women’s Aspirations & Growing Financial Power.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Two big smiles and plenty of team spirit! Adam Carter’s daughters, Saylor and Sutton, are looking sharp in their cheer uniforms.

We love getting a glimpse of the families behind our Milestone Partners team. Thanks for sharing this sweet photo, Adam.

10/13/2026

Business owners spend years building something that supports employees, customers and families. That’s why personal financial planning and business planning often overlap. Decisions about retirement, succession, taxes and family goals can all be connected to the business you’ve worked to build.

https://bit.ly/4i1mbD6

10/10/2026

We’re entering the final quarter of the year. Before the holiday season picks up, this can be a helpful time to look back at the goals you set earlier in the year and ask: What changed? What still matters? What needs attention before December?

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